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March A.M. drives commitment to sustainability with brand new range of risk-profiled funds

14 September 2021 Category: Products

March A.M. has cemented its commitment to sustainability with an updated range of risk-profiled funds (March Cartera Defensiva F.I., March Cartera Conservadora F.I., March Cartera Moderada F.I. and March Cartera Decidida F.I.), offering the right product for every investor, depending on their needs and risk profile.

  • This updated product range now features four funds of funds (March Cartera Defensiva F.I., March Cartera Conservadora F.I., March Cartera Moderada F.I. and March Cartera Decidida F.I.), which tailor their investment policies to incorporate environmental, social and governance factors into the investment process, seeking maximum returns with a sustainable, responsible approach.
  • These funds of funds offer diversified portfolios investing in fixed income, absolute return and equity strategies to cover all risk profiles, from the most defensive to the most adventurous, tailoring risk levels through volatility and equity exposure.
  • The active management approach by the management team allows for optimal construction of each portfolio with a sophisticated selection of domestic and global products managed by the world's most prestigious asset managers.
  • These risk-profiled funds now offer a new share class offering more advantageous fees for investments of more than one million euros.
  • In keeping with these new risk-profiled funds, March A.M. is a signatory to the UN's Global Compact, cementing its commitment to integrating ESG factors into investment processes and affording its customers more sustainable, responsible returns in addition to a strong financial performance.

 

March A.M. has cemented its commitment to sustainability with an updated range of risk-profiled funds (March Cartera Defensiva F.I., March Cartera Conservadora F.I., March Cartera Moderada F.I. and March Cartera Decidida F.I.), offering the right product for every investor, depending on their needs and risk profile.

The four funds of funds comprising this strategy invest in globally-diversified portfolios of fixed income, absolute return and equity funds to cater for all investor profiles, from the most defensive to the most adventurous; their risk profile is determined based on the amount of equity exposure (15%, 30%, 60% and over 70%) and maximum volatility (3%, 5%, 10% and 25%).

The active management, flexibility and broad scope applied by the management team allows for optimal construction of each portfolio, with a sophisticated selection of domestic and global strategies managed by the world's most prestigious asset managers. As well as daily liquidity, March A.M. has created a new share class for these funds which offers more advantageous fees for investments of more than one million euros.

“These four funds respond to a constantly changing world and promote sustainability by integrating environmental, social and governance factors into investment decision-making processes, whilst simultaneously seeking to maximise returns,” said March A.M. Managing Director Javier Escribano. “We boast more than a decade's experience in managing assets and working closely with the most prestigious domestic and global fund managers to offer our customers the chance to help protect the environment through their investment decisions, whilst securing the best possible returns on their investments”.

More sustainable, responsible returns

March A.M. recently became a signatory to the United Nations Global Compact, a corporate sustainability initiative to help pursue UN goals, reinforcing its commitment by creating products that promote sustainable investment with one clear goal: to secure more responsible returns for its customers.

In a rapidly changing world, March A.M.'s goal as an investment manager is to achieve sustainable returns for its long-term customers. To achieve that goal, the asset manager has a Sustainable Responsible Investing (SRI) policy in place which is applied to all of its products and is underpinned by the following principles:

  • Incorporate environmental, social and corporate governance (ESG) factors into investment research and decision-making processes, in addition to the traditional quantitative and qualitative financial criteria which have historically guided the company's investment decisions.
  • Step up March A.M.'s engagement with investee companies through greater participation in corporate governance decisions.
  • Open dialogue with investee companies on environmental, social and corporate governance (ESG) matters.

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